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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,124 | $68,880-78.0% | $120,580-87.5% | $80,959-81.3% |
| Participation rate | 89.5% | 61.7%+27.8pp | 72.0%+17.5pp | 67.7%+21.8pp |
| Annual return | 51.51% | 23.68%+27.8pp | 107.48%-56.0pp | 35.67%+15.8pp |
| Employer contribution / active EE | $2,397 | $2,066+16.0% | $3,469-30.9% | $2,757-13.1% |
| Participant deferral / active EE | $4,040 | $3,191+26.6% | $4,995-19.1% | $4,300-6.0% |
| Admin fee / account holder | $695 | $5,785-88.0% | $9,418-92.6% | $6,925-90.0% |